MGB Wealth Management’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

MGB Wealth Management’s Portfolio IMTM Stock Details IMTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$24.9K	Buy	518 +306	+144%	+$14.7K	0.01%	282
2025 Q3	$10.2K	Hold	212	–	–	﹤0.01%	299
2025 Q2	$9.69K	Hold	212	–	–	﹤0.01%	295
2025 Q1	$8.47K	Hold	212	–	–	﹤0.01%	280
2024 Q4	$7.93K	Buy	+212	New	+$8.28K	﹤0.01%	273

Other funds holding IMTM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

MGB Wealth Management's IMTM Position: Q4 2025 in Review

MGB Wealth Management increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 144% in Q4 2025, buying an estimated $14.7K and bringing the position to 518 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #282.

MGB Wealth Management first reported a position in IMTM in Q4 2024 and has held it in 5 quarters since. 227 funds tracked by Wall St. Rank hold IMTM as of Q4 2025.

MGB Wealth Management held 518 shares of iShares MSCI Intl Momentum Factor ETF worth $24.9K as of Q4 2025.
MGB Wealth Management bought 306 iShares MSCI Intl Momentum Factor ETF shares in Q4 2025, an estimated $14.7K.
iShares MSCI Intl Momentum Factor ETF made up 0.01% of MGB Wealth Management's portfolio in Q4 2025, its #282 holding.
MGB Wealth Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2024 and has held it in 5 quarters since.
227 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.